SAI
Savvy Advisors Inc’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
5,394
-487
| -8% | -$105K | 0.08% | 187 |
|
|
2025
Q1 | $1.17M | Buy |
5,881
+901
| +18% | +$180K | 0.12% | 145 |
|
|
2024
Q4 | $1.1M | Buy |
4,980
+55
| +1% | +$12.2K | 0.13% | 129 |
|
|
2024
Q3 | $1.09M | Sell |
4,925
-588
| -11% | -$130K | 0.22% | 90 |
|
|
2024
Q2 | $1.12M | Buy |
5,513
+542
| +11% | +$110K | 0.36% | 62 |
|
|
2024
Q1 | $1.05M | Buy |
4,971
+1,392
| +39% | +$293K | 0.6% | 36 |
|
|
2023
Q4 | $718K | Buy |
+3,579
| New | +$718K | 0.7% | 33 |
|